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Technology Stocks : Network Appliance

NTAP 111.56

+1.1%

Nov 12 3:59 PM EST

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To: brownu88 who wrote (3963)	8/14/2000 4:58:56 PM
From: DownSouth	Read Replies (5) of 10934

Just to run the numbers on NTAP's y over y quarterly numbers: Quarter 1997 1998 1999 2000 Jul $18,460 33420 81% 57375 72% 103279 80% Oct $21,048 38401 82% 65625 71% 124712 90% Jan $24,845 43984 77% 75616 72% 151290 100% Apr $28,980 50358 74% 90804 80% 200019 120% Total 93333 166163 78% 289420 74% 579300 100% So you see that the July quarter was a strong quarter in 1998, and among the weaker in 1999, and the weakest in 2000. What these numbers don't show is that NTAP's 1Q is a struggle for seasonal reasons--slow down in gov't spending in the Spring and Summer; Sales reps on vacation, customers on vacation, etc. The numbers today are really nice. A 124% increase makes this the strongest quarter in history. We should also see a book/bill ration greater than 1. A real surprise to me!

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